LEE DANNER & BASS INC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 111002
- Registered since
- November 27, 1987
- Website
- leedannerbass.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.45%
- Charitable Organizations10.22%
- Corporations / Businesses2.04%
- Pension & Profit Sharing Plans0.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lee Danner & Bass Inc. is a privately owned advisory firm organized as a corporation and SEC-registered since 1987. The firm primarily provides discretionary portfolio management to individuals, small businesses and institutions and charges fees based on assets under management. Investment activity is equity-oriented: the ADV identifies a preference for equities and the firm reports exchange-traded equities as its most used asset type. Lee Danner & Bass does not market itself as an ESG investor and is not designated as a multi-state adviser. The firm appeared on CNBC’s Top 100 Financial Advisory Firms list for four consecutive years (2019–2022).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents5%
- Non-Investment Grade Corp Bonds3%
Contacts
3 of 6MARK SMITH
Owner and DirectorCRD 4356479
CHRISTOPHER PREST
Director of OperationsCRD 4666752
LAWSON ALLEN
President, DirectorCRD 4356491
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$71M in ETFs
89%
$63.2M
10%
$7.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SIMPLIFY HEALTH CARE ETF (PINK) | Active | Health | $5.6M | 165,477 | 7.85% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 3100 West End Ave
- Time zone
- CT (UTC-6)
- Office locations
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